Moser Wealth Advisors, LLC Incresed Positions in Q1 2025

Moser Wealth Advisors, LLC

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.45K
+ 320.14%
$165.25 - $224.62 $735K - $1M
5.84K $969K
VTI
Vanguard Total Stock Market Et

ETFs
1.76K
+ 310.25%
$271.18 - $303.12 $476K - $532K
2.32K $638K
VTV
Vanguard Value ETF

ETFs
2.04K
+ 10.65%
$167.73 - $179.21 $342K - $366K
21.2K $3.66M
VHT
Vanguard Health Care ETF

ETFs
791
+ 4.66%
$254.06 - $273.83 $201K - $217K
17.8K $4.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.43K
+ 5.66%
$25.69 - $26.89 $165K - $173K
120K $3.23M
COST
Costco Wholesale Corp

Consumer Defensive
169
+ 4.02%
$890.62 - $1076.86 $151K - $182K
4.37K $4.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.28K
+ 11.11%
$56.17 - $59.71 $296K - $315K
52.8K $3.01M
VEA
Vanguard Ftse Developed Market

ETFs
2.12K
+ 3.72%
$47.4 - $52.99 $100K - $112K
59.1K $3M
VIG
Vanguard Dividend Appreciation

ETFs
1.41K
+ 4.36%
N/A
33.7K $6.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
404
+ 86.88%
$507.05 - $563.67 $205K - $228K
869 $446K
XOM
Exxon Mobil Corp

Energy
9
+ 0.06%
$105.44 - $118.93 $949 - $1.07K
14.3K $1.71M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.42K
+ 20.41%
$78.97 - $85.82 $112K - $122K
8.38K $695K
V
Visa Inc.

Financial Services
54
+ 2.23%
$306.92 - $362.71 $16.6K - $19.6K
2.48K $868K
SYK
Stryker Corp

Healthcare
1
+ 0.01%
$355.18 - $399.9 $355 - $400
7.32K $2.73M
MO
Altria Group, Inc.

Consumer Defensive
85
+ 0.85%
$50.81 - $60.02 $4.32K - $5.1K
10.1K $604K
VUG
Vanguard Growth ETF

ETFs
251
+ 40.48%
$369.1 - $427.61 $92.6K - $107K
871 $322K
NEE
Nextera Energy Inc

Utilities
858
+ 343.2%
$66.96 - $76.16 $57.5K - $65.3K
1.11K $78K
TMUS
T Mobile Us, Inc.

Communication Services
75
+ 9.04%
$211.3 - $272.83 $15.8K - $20.5K
905 $241K
JCI
Johnson Controls International PLC

Industrials
425
+ 2.34%
$76.12 - $90.6 $32.4K - $38.5K
18.6K $1.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
994
+ 77.96%
$57.21 - $65.8 $56.9K - $65.4K
2.27K $132K
HYD
Vaneck High Yield Muni ETF

ETFs
1K
+ 100.0%
$50.79 - $52.53 $50.8K - $52.5K
2K $102K
VONE
Vanguard Russell 1000 ETF

ETFs
255
+ 18.44%
$250.16 - $278.79 $63.8K - $71.1K
1.64K $415K
VGLT
Vanguard Long Term Treasury Et

ETFs
609
+ 15.07%
$53.99 - $58.43 $32.9K - $35.6K
4.65K $267K
ACN
Accenture PLC

Technology
175
+ 32.77%
$300.91 - $398.25 $52.7K - $69.7K
709 $221K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
51
+ 0.21%
$42.5 - $46.71 $2.17K - $2.38K
24.2K $1.1M
XLE
Energy Sector Spdr

ETFs
335
+ 418.75%
$85.7 - $93.96 $28.7K - $31.5K
415 $38K
KO
Coca Cola CO

Consumer Defensive
409
+ 449.45%
$60.81 - $72.32 $24.9K - $29.6K
500 $35K
LLY
Eli Lilly & CO

Healthcare
5
+ 1.1%
$725.72 - $929.72 $3.63K - $4.65K
460 $379K
VO
Vanguard Mid Cap ETF

ETFs
135
+ 6.28%
$251.87 - $277.95 $34K - $37.5K
2.29K $590K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
150
+ 70.42%
$126.11 - $135.06 $18.9K - $20.3K
363 $46K
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 41.18%
$1739.0 - $2260.0 $12.2K - $15.8K
24 $46K
LQD
Ishares Iboxx $ Investment Gra

ETFs
75
+ 2.15%
$105.1 - $109.61 $7.88K - $8.22K
3.57K $387K
VCIT
Vanguard Intermediate Term Cor

ETFs
18
+ 0.21%
$79.17 - $82.04 $1.43K - $1.48K
8.44K $690K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
20
+ 0.57%
$58.01 - $64.46 $1.16K - $1.29K
3.52K $218K
PEP
Pepsico Inc

Consumer Defensive
200
+ 2.26%
$142.64 - $156.42 $28.5K - $31.3K
9.07K $1.36M
PFL
Pimco Income Strategy Fund

Financial Services
315
+ 1.22%
$8.39 - $8.6 $2.64K - $2.71K
26K $224K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
318
+ 2.3%
$49.25 - $50.66 $15.7K - $16.1K
14.1K $700K
CRWD
Crowd Strike Holdings, Inc.

Technology
24
+ 92.31%
$308.86 - $455.36 $7.41K - $10.9K
50 $17K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
246
+ 14.9%
$21.23 - $23.75 $5.22K - $5.84K
1.9K $40K
DIS
Walt Disney CO

Communication Services
82
+ 17.63%
$96.87 - $114.0 $7.94K - $9.35K
547 $53K
Vanguard Malvern Fds
3.65K
+ 128.07%
N/A
6.5K $0
Super Micro Computer Inc
258
+ 86.0%
N/A
558 $0
Ea Series Trust
10.1K
+ 56.98%
N/A
27.9K $0
SCHO
Schwab Short Term Us Treasury

ETFs
1
+ 1.54%
$24.1 - $24.34 $24.1 - $24.3
66 $1K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
400
+ 1.14%
$44.81 - $46.22 $17.9K - $18.5K
35.4K $1.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
73
+ 0.08%
$17.53 - $17.87 $1.28K - $1.3K
95.3K $1.68M
GS
Goldman Sachs Group Inc

Financial Services
52
+ 2.86%
$524.81 - $672.19 $27.3K - $35K
1.87K $1.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
25
+ 1.39%
$302.31 - $337.54 $7.56K - $8.44K
1.83K $561K
AXP
American Express CO

Financial Services
157
+ 6.75%
$255.39 - $325.87 $40.1K - $51.2K
2.48K $668K
Activity Summary
Buys All Purchases 94 New Holdings 35 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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